Forest Capital Management, LLC
● SEC registered since 2014CRD 171659SEC# 801-79809Chicago, IL
Reg. AUM
$3.75B
Employees
11
Accounts
118
Location
Chicago, IL
Forest Capital Management, LLC assets under management
Forest Capital Management, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2014. It reports $3.8 billion in regulatory assets under management and employs 11 people.
Forest Capital Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Carson Jessen Control | President | 10-25% | 2018 |
| Mallory Morgan Grove Control | Senior Vice President & Chief Compliance Officer | Under 5% | 2018 |
| Mhjg Holdings LLC Control | Member | 50-75% | 2014 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Forest Capital Management, LLC manage?
Forest Capital Management, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Forest Capital Management, LLC have?
Forest Capital Management, LLC reports 11 employees.
Where is Forest Capital Management, LLC located?
Forest Capital Management, LLC is based in Chicago, IL and has been SEC-registered since 2014.
Does Forest Capital Management, LLC disclose fund performance?
Forest Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 448 N. Lasalle Drive, 9th Floor, Chicago, IL 60654 |
| Phone | 312-809-6010 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.75B▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$3.75Bregulatory AUM
Discretionary $1.49BNon-discretionary $2.26B